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Our Philosophy and Guiding Principles

At Camas Financial Services, we adhere strongly to a set of principles and values that we would personally expect from financial advisors given we were sitting on the other side of the desk.

Like most successful people, you continually strive to make smart decisions that have put you where you are today. Financial success has brought you many things including the responsibility and concerns of managing and protecting it. The fact is, the more you succeed the more complex your financial decisions become.

Is your financial life on track? Would you like more clarity, confidence, and purpose in your investment strategy?

Camas Financial Services was founded on time-tested wealth management principles. We follow a fundamental yet modern investment process to help our clients manage their resources in pursuing their long-term financial goals.


We understand that what we do is important

Every financial decision can impact the quality of your life. We don’t take this responsibility lightly, because we want our clients to trust us and refer us to their family and friends.

We are independent for a reason

We chose our independent business model to have professional standards and maintain our client focus, rather than having to focus on the needs of investment institutions. Our independence allows us to provide objective advice that is directly aligned with your needs and goals.

We objectively focus on the long-term

We use an objective, long-term decision making approach in helping you make informed investment decisions. By developing a plan that addresses your whole financial picture, we are able to work together and guide you through both good and bad markets.

We follow our own advice

At Camas Financial Services, we use the same planning and investment strategies that we recommend to our clients because we stand by our process wholeheartedly.

Our firm was founded on these principles, and they continue to guide us every day. Contact us today to learn about how these values can benefit your financial future.

These basic principles guide all aspects of our engagements with our clients.

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